What can I do on the mobile app?

Once you’ve enrolled as a plan member, log in to your account on your mobile device and follow the prompts to install the app.

You can use the mobile app to:

• View your balance and investment earnings
• Review your TFSA/RRSP contributions
• Check your projected retirement income and the progress you're making towards your goal
• See where your projected retirement income will come from, between your plan, savings outside the plan, and government benefits
• Find out how much you have saved in your TFSA/RRSP
• View and change your investment portfolio
• Transfer in any existing TFSA or RRSP accounts
• Make a lump sum contribution from your bank account
• View past and upcoming plan transactions
• Book a check-in with a retirement specialist